Investment Policy Advisory

The Investment Policy serves as a guidepost for all investment decisions and acts as the “operating manual” for a family’s investment portfolio. It articulates and documents the investment objectives and constraints, and outlines the roles and responsibilities of all fiduciaries.

A properly constructed Investment Policy provides support for following a well-conceived, long-term investment discipline, rather than one that is based on false overconfidence or panic in reaction to short-term market fluctuations.

Our charge as consultants is to ensure that our family’s goals and objectives are clearly defined, that they are reasonable, and that they are achievable within appropriate risk parameters.

An effective investment policy document is dynamic and should be formally reviewed on a regular basis. We have created specific policies, procedures, and tools to facilitate the development and review of our family’s investment policy documents.